We recommend following lessons on a desktop device to make these lessons easy to follow along!
Make a phone call
complete
Written instructions:
- Click on the dialing bar at the top of the screen (Start a call…).
- Here you can either search your contacts or enter a phone number.
- Click on the contact you want to call, a green button will then appear prompting you to start you call, click this to start the call.
- The VXT call menu will appear in the top right, here you can take notes, transfer the call, mute, record and hang up.
- Once you’ve finished a call you can hang up by clicking on the red hang up button in the call menu.
- The integration & notes panel will show up, here you can select an integration item to save your call notes to.
- Click “Done” when finished to view your call details, AI transcript and summary.